In scenarios such as Single-family Offices, or where High Net Worth individuals are managing a significant personal portfolio with help simply from accounting staff, there is a need for an uncomplicated and user-friendly software system to deliver:
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the recording of financial transactions,
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basic performance evaluation and reporting,
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simplified...
Topics: Wealthtech digital transformation
By
Tony Solomou
March 14, 2016
March 14, 2016
